Nouvelles de la Bourse
Dernières actualités financières · Mis à jour Mai 23, 2026
L'action Arm grimpe de 6 % alors que le PDG Haas annonce des prévisions de revenus de 15 milliards de dollars pour une nouvelle puce
Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
The panel is divided on Arm's ambitious $15B revenue target by 2031 for its AGI CPU, with concerns raised about …
Arm lance son nouveau processeur d'intelligence artificielle (IA) et s'assure Meta, OpenAI et Cloudflare comme premiers clients
Arm Debuts New Artificial Intelligence (AI) CPU, Nabs Meta, OpenAI, Cloudflare as First Customers
The panel is divided on Arm's move into physical silicon. While some see it as strategically sound and a viable …
Bourse du jour, 24 mars : Nokia en hausse grâce à l'élan de la 5G et aux dépenses des télécoms nord-américaines
Stock Market Today, March 24: Nokia Rises on 5G Momentum and North American Telecom Spending
Panelists are awaiting Q1 results to validate Nokia's 'AI-driven' strategy and assess its impact on margins. They debate the significance …
Meilleur achat IA : Nvidia contre Micron
Better AI Buy: Nvidia vs Micron
The panelists debate between Nvidia (NVDA) and Micron (MU) as AI stock picks, with most acknowledging NVDA's software moat and …
Icahn Enterprises a ajouté pour 78 millions de dollars d'actions Centuri, mais l'histoire réelle commence plus tôt
Icahn Enterprises Just Added $78 Million in Centuri Shares, but the Real Story Starts Earlier
The panelists generally agreed that Icahn's increased stake in Centuri (CTRI) signals conviction, but they also raised concerns about the …
SoFi : La thèse courte
SoFi: The Short Thesis
The panel's net takeaway is that SoFi's accounting practices, particularly its use of off-balance-sheet VIEs and aggressive DCF inputs, are …
Marché boursier aujourd'hui, 24 mars : Circle Internet plonge sur de possibles restrictions de rendement des stablecoins
Stock Market Today, March 24: Circle Internet Dives on Possible Stablecoin Yield Restrictions
The panel is divided on the impact of potential stablecoin yield restrictions on Circle (CRCL). While some argue the 20% …
Cette action IA sous les radars pourrait être un meilleur achat que Nvidia
This Under-the-Radar AI Stock Could Be a Better Buy Than Nvidia
Panelists are divided on Nebius' (NBIS) potential. While some see its high growth and regulatory tailwinds as promising, others question …
1 Action de Croissance Brillante à Acheter Avant qu'elle ne Rejoigne Nvidia, Alphabet et Apple dans le Club des 3 Billions de Dollars
1 Brilliant Growth Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $3 Trillion Club
The panel is divided on Meta's $3T thesis, with concerns about capex ROI, buyback pauses, and power grid bottlenecks, but …
Cet ETF sur les matières premières avec un rendement de 16 % vient de faire l'objet d'un nouveau pari de 12 millions de dollars. Voici ce qu'il faut savoir
This Commodity ETF With a 16% Yield Just Drew a New $12 Million Bet. Here's What to Know
The panel discusses Bison Wealth's $12M position in FTGC, a commodity ETF yielding 16%. While some see it as a …
Meilleure action d'énergie nucléaire : NuScale Power vs. Constellation Energy
Better Nuclear Energy Stock: NuScale Power vs. Constellation Energy
The panel discusses the 'floor vs. ceiling' debate between Constellation Energy (CEG) and NuScale (SMR), with NuScale's SMRs seen as …
Le point de vue du Guardian sur la guerre en Iran : énergie, marchés et une illusion dangereuse | Éditorial
The Guardian view on the Iran war: energy, markets and a dangerous illusion | Editorial
The panel consensus is that the current Iran-US/Israel conflict poses significant systemic risks to global energy markets, with potential impacts …